Asset Allocation & Portfolio Optimization System is a suite of portfolio management tools for investment professionals to build and evaluate asset allocation decisions. The system was developed according to different needs for asset management.

Real-time asset allocation based on customized model or our proprietary Alpha Investment Model, a multifactor equity model for various Asian markets developed by our Quantitative Research team.

  1. Financial historical data base for asset allocation analysis guided by dynamic multi factors setting.
  2. Benchmark tracking comparison and market performance comparison with portfolio evaluation.
  3. Multiple optimization mechanism with risk-return balancing and efficient frontier curve for portfolio optimization.
  4. Portfolio rebalancing interacts with the trade processing system for straight through processing of trades and executions.